You’ve got questions. We’ve got answers.

Welcome to NAEA’s Frequently Asked Questions page designed to address a variety of questions related to NAEA education programs, requirements for membership, access to resources and benefits and other topics you may find useful. If you still have a question, please send an email to info@naea.org.

Membership

How do I become a member?

Contact NAEA at (202) 822-6232 or via e-mail to membership@naea.org or on our website (www.naea.org).

Select the member category that you qualify for by reading the descriptions at https://www.naea.org/member-center/join/. Regular and Associate members may join online by clicking the buttons under those category descriptions. For all other categories, follow the instructions to apply for those membership levels.

How do I renew my membership online or over the phone?

Log into your account page, click Subscriptions, and click the Renew link in the upper right corner of your NAEA membership item. This will take you to the renewal workflow. Follow the prompts and you will be taken to a payment page. Once you submit your payment details, you will receive a confirmation email with a link to your receipt.

What is my membership renewal date?

Members who joined NAEA prior to July 2020  will have an expiration date at the end of the month. EX: 1/31/21, 2/28/21, 3/31/21, etc. Members who join beginning in August 2020 will have an expiration date of 365 days from the date on which they joined. EX: If you joined August 17, 2020, then your membership expires August 16, 2021.

I haven’t received my new ID card since I renewed.

NAEA does not provide ID cards.

Does NAEA prorate memberships?

We do not prorate membership; full fees are due upfront and membership is valid for one year from application.

Does NAEA refund memberships?

NAEA will grant refunds only for duplicate payments.

Is there a dues waiver for financial hardship?

Yes. Contact the NAEA membership team at Email membership@naea.org to request this form. Requests must be approved by the NAEA Executive Vice President and NAEA President. This is only for NAEA dues and does not apply to state dues.

What happened to my member number?

Members who had accounts prior to August 2020 were assigned a six-digit account number in the NAEA database used at the time. This was the unique identifier for NAEA member accounts. NAEA transitioned to a new database in August 2020, and the unique member identifier is now the email address associated with your NAEA account.

Topic: Membership Requirements

Am I required to join a state affiliate?

Regular membership category must also join the state’s affiliate association, should one exist in your state. Associate members have the option to join a state affiliate but are not required to do so. This is a requirement in the NAEA’s bylaws. No waivers or exceptions.

What is the Continuing Education (CE) requirement to maintain NAEA membership?

NAEA requires its members to earn 30 hours of CE per year, including two hours of ethics (calendar year, Jan – Dec). CE is prorated for new members: two CE hours per month of membership + two hours of ethics for the first year of membership (month that you joined NAEA until December 31st) . Continuing Education does not have to be obtained from NAEA courses and can be obtained from outside organizations that provide CE education. You confirm your CE Hours requirement on your membership renewal through self-attestation.

I didn’t complete my full 30 hours of CE my current membership year, what do I do?

If you are missing a few CE hours, you can complete the CE as additional hours on the next membership year.  If you did not complete any of your CE hours, contact the NAEA membership team via email membership@naea.org to request a waiver form. This must be approved by the NAEA Executive Vice President.

Topic: Membership Benefits

Where do I access my Member Discounts and Promos?

Details on these programs can be found by clicking Member Center, then clicking Member Center again. https://www.naea.org/member-center/

How do I access my free Wolters Kluwer TaxAware Research Center/CCH?

Wolters Kluwer has provided NAEA members a dedicated link by which they may sign up for a free TaxAware account. This link allows NAEA members to access their free WK account. https://www.naea.org/publications-research/tax-aware-center/

To create an account on the WK website, Click the link on the Wolters Kluwer TaxAware login webpage and select Create User ID. If the option to create a user ID does not appear, contact via email membership@naea.org.  If you already have a paid subscription with Wolters Kluwer and the site is not recognizing your free status, contact the NAEA membership team via e-mail membership@naea.org.

To access your existing free account: use the dedicated link to access the Wolters Kluwer TaxAware log in page and enter the username and password you created when you set up your free account.

How do I access my free Verifyle service?

Verifyle has provided a dedicated link by which NAEA members may access their free Verifyle account. https://www.naea.org/member-center/verifyle-pro/

Click the link to create a new account on the Verifyle website. If you have already created an account and the site does not recognize your free “Pro” status, contact Verifyle via email at support@verifyle.com.

How do I access my free view only Tax Talk Today?

Members must register (create an account) on the Tax Talk Today website, and use the promo code found on the Tax Talk Today member benefit page. All issues accessing content should be directed to Tax Talk Today staff at accounts@taxtalktoday.com.

How do I upgrade my Tax Talk Today Account to receive CE?

Members must register (create an account) on the Tax Talk Today website, and use the promo code found on the Tax Talk Today member benefit page.

Go to the Tax Talk Today member benefit page and select the NAEA CPE Purchase Link option.

Are there marketing tools or client templates available to help promote my business?

NAEA provides NAEA logos and marketing tools for NAEA members to use to promote their businesses.  NAEA also provides additional templates such as the client engagement letters, and the client disengagement letters.

I am interested in the Tax Book. Do I get a discount?

YES, NAEA members receive a discount on The Tax Book materials. The Tax Book has provided a promotional code and dedicated order form for NAEA members. Visit the members- only discount page (you must be logged into the NAEA website to view) to access this information.

I have a tax specific research question. Where do I go to get my question answered?

NAEA staff does not answer tax specific questions.  We offer the NAEA Member Weboard, also available to , NAEA offers free access to the Wolters Kluwer Research Center to help members with a tax specific questions. NAEA has recently initiated a monthly Roundtable Discussion the last Thursday of each month, to be used as a forum for members to network, answer questions and work through challenges and issues related to tax problems.

Topic: EA Journal and Exam

I have not received my members-only publication of the EA Journal.

The EA Journal is shipped out at the end of the first week of every month. Shipping times vary depending on your location within the country. Please allow 2-3 weeks for your EA Journal to arrive. If by the following month you still have not received your EA Journal, contact NAEA via email at membership@naea.org.

My EA Journal was sent to the wrong address. How do I update my address in my member profile or receive a new copy of the EA Journal?

New publications can be mailed to the correct address upon written request (via email) to membership@naea.org.

How do I get a PDF copy of the EA Journal?

PDF files of the EA Journal can be found on the EA Journal website, under the Issues tab. You must log-in to your NAEA account to view the issues.

I used to be able to mail in my EA Journal Exam. Where do I go now to take it?

EA Journal Exams are no longer available by mail. Exams must be purchased and accessed from the NAEA Learning Portal. You can find all EA Journal exams on the NAEA Continuing Education Portal for purchase.

Topic: Update Information and Password Reset

How do I access my account page?

Go to www.naea.org, click Log In, enter your username and password. Once you are logged in, click on your name in the upper right corner of the screen and select Account from the dropdown menu.

How do I reset my password?

From the www.naea.org log in page, select Forgot your password? Enter the email address associated with your account in the Username field and press the Send Password Reset Email button. Once you receive the email, click the link in the message and you will be able to create a new password for your NAEA account.

How do I update my information on my member profile?

Log into www.naea.org, click on your name in the upper right corner of the screen, select Account from the dropdown menu.  Scroll down and select My Info. Click the blue Change link in the upper right corner. You will then be able to update and save your information.

How do I login to the Find a Tax Expert Directory?

The log in information for the directory is a separate log in for NAEA.org. If you are a new member, select “Tax Expert Login” from https://taxexperts.naea.org/, then select “First Time User? Reset Password.”  If you are not receiving the reset link, please contact the NAEA membership team via email, membership@naea.org.

Education

Topic: Member Price and Discounts

As a member, do I receive a discount on CE and events offered by NAEA?

YES! Member prices are discounted. When purchasing an education product, the member and non-member price are always displayed. Note: When purchasing a Journal quiz or Webinar online, the default non-member will display until the click “Add to Order;” the member price displays when you proceed to checkout.

I am member but when I add the education item to my cart the non-member price appears.

When purchasing a Journal quiz or Webinar online, the default non-member will display until the click “Add to Order;” the member price displays when you proceed to checkout. If you have already added it to your cart and the nonmember price still appears, email education@naea.org.

Topic: Past and Current CE

How do I get my old Continuing Education certificates?

To obtain CE Certificates, please contact NAEA education team via Email at education@naea.org to get your certificates prior to 2019.

How do I get my current CE certificates?

Login to the NAEA website:  www.NAEA.org, and navigate to your member account, Select continuing education from the menu, and select the sign-in button on the upper right corner again (this will automatically log you in to the NAEA Continuing Education portal. Click on your name in the top right corner and scroll down until you see your member activity. Select the certificates tab to view your certificates. Detailed instructions can be found here.

I logged into the NAEA Continuing Education Portal but I am missing certificates of courses that were completed. What do I do?

First make sure you completed all items in the course to receive the certificate such as viewing the presentation, taking the survey and assessments. Once the items have been completed, the certificate should be able to access and print.  Follow these instructions on how to check if you completed all items.  If all items have been completed and you still don’t have your certificate, contact the NAEA education team via email education@naea.org.

When do you report Continuing Education (CE) Hours to the IRS CE Provider website?

NAEA reports Continuing Education (CE) to the IRS on a monthly basis. If you do not see your CE Hours from the previous month in your IRS PTIN account, contact the NAEA education team via e-mail at education@naea.org.

What other certifying agencies does NAEA In-Person and Online education qualify?

NAEA education has a relationship with the following Continuing Education certifying agencies:  National Association of State Bboards of Accountancy (NASBA), California Tax Education Council (CTEC), and Certified Financial Planner (CFP) Board CE/CPE. Detailed information can be found on the education webpage or on the NAEA certificate. If you have questions, regarding the CE Hours and the certifying agency requirements, contact the NAEA education team via email at education@naea.org.

Topic: How to purchase and access NAEA education and events

How do you purchase content in the NAEA continuing education portal (Blue Sky/Path)?

Follow these handy instructions to purchase content on the NAEA Continuing Education Portal.

I accidentally purchased a program twice or received the non-member price when I am an active member. How do I get a refund?

To request refunds, contact the NAEA education team via email education@naea.org. An NAEA education team member will review the request for refund and submit the request for approval. Once the refund request has been approved, the refund will be refunded on the same method of purchase, either a credit on the original purchase credit card, or if paid by check a refund check will be sent to you.

How do I check my progress in an NAEA online course?

To check your progress on a course you must log-in to the NAEA Continuing Education Portal. Follow these instructions on how to log in to the NAEA website and how to check your progress status for a course.

Topic: National Tax Practice Institute

What is the NTPI Certificate Program?

The National Tax Practice Institute™ (NTPI®) is a three-level program developed to sharpen the skills of enrolled practitioners at all stages of their careers. With each level of this program, the core curriculum enables participants to expand their knowledge and skills, and gain the confidence needed to successfully guide their clients through the often-challenging maze of IRS codes, internal regulations, and agency structure. Please note that this program is open only to enrolled agents, CPAs, and tax attorneys. Those who complete Levels 1, 2, and 3 earn the distinction of NTPI Fellow®, a designation held by the nation’s top tax practitioners.

How do I complete the NTPI program and become a fellow?

A participant must complete all three NTPI Levels as well as a professional portfolio within a five-year period beginning with NTPI Level 1 courses in order to earn the NTPI Fellow designation. Once all 3 levels of courses have been completed a participant will receive a NTPI Level 3 certificate.   A graduate and can add the certificate designation of NTPI Fellow on all media.  Learn more about the NTPI program and its requirements on the NTPI Website under the NTPI tab.

I already started the NTPI program. Do I have to repurchase the content with the new NTPI revised NTPI program content in 2021?

If you took any of the NTPI course levels prior to 2016, you would have to take the new NTPI content that is offered in 2021. Find out the requirements of the classes that you will need to take and the new additional requirements for NTPI Level 3 beginning in 2022 on the Roadmap to NTPI.

Advocacy

I have an issue with my state or local government that could affect all Enrolled Agents. How do I get in contact with someone at NAEA to help?

We are at your service. Contact NAEA Government Relations staff at (202) 822-6232 or Advocacy@NAEA.org.

What issues are NAEA currently working on now?

Two key issues on the NAEA radar: 

  • IRS FY2022 Budget – NAEA is urging policymakers at every level to consider significant long-term strategic investments in the IRS. After two years of paralyzing shutdowns (the 2019 budget impasse and the 2020 COVID-19 pandemic) on top of a decade of constantly shrinking budgets, by every measure of basic customer service, key elements of the agency are simply not functioning for taxpayers and their representatives. 

Regulation of Unenrolled Tax Return Preparers – NAEA is working with IRS/Treasury to develop a strong but fair framework for ensuring unenrolled tax return preparers will be competent and subject to ethical standards that apply currently to only Circular 230 tax practitioners (enrolled agents, CPAs, and attorneys). 

What is a Political Action Committee (PAC)?

Political Action Committees (PACs) are political committees established and administered by corporations, labor unions, membership organizations or trade associations.  A PAC is created by the trade or professional association (501c6) to raise money to support candidates in Congress (House or Senate) to support issues of concern for the association.  PACs can donate money  candidates they support. 

NAEA PAC is a multi-candidate PAC formed in 2006 to help enrolled agents support federal candidates who stand behind effective tax administration policies favorable to the enrolled agent profession. The NAEA PAC is a critical advocacy tool and the only one that requires ongoing, widespread member support. Multi-candidate PACs are those that have:  

  • more than 50 contributors, 
  • registered with the Federal Election Commission for at least 6 months. 
  • donated to at least 5 candidates for federal office candidates. 

The NAEA PAC is non-partisan and committed to supporting legislators on both sides of the political aisle. By supporting the NAEA PAC members support NAEA’s leadership and plan an active role with them in the political process. 

How do I donate to the NAEA PAC?

Voluntary individual member contributions to the NAEA PAC are welcome at any time and can be made online with a personal credit card at the NAEA PAC website or by personal check. The NAEA PAC does not accept cash contributions. 

 

How is the NAEA PAC managed?

The PAC is administered by NAEA staff; the PAC Board provides oversight on NAEA PAC operations. The board is comprised of five to seven members who serve two-year terms. PAC board member positions are filled as individual two-year terms expire by nomination and majority vote of the PAC Board. 

How can I help with a PAC issue?

NAEA PAC is the EAs voice in Congress. Members can help with PAC issues most significantly by joining the NAEA PAC and participating in NAEA’s congressional advocacy fly-in. During the fly-in, putting a face on EA issues is essential. EAs will meet with their congressional representatives, share concerns and issues affecting EAs, and get to know their representatives and key staff members.  

Can I make a donation for a specific NAEA issue?

No, not with respect to PAC donations. NAEA PAC makes contributions to members of Congress who sit on the Senate Finance Committee and the House Ways and Means Committee. These two important congressional committees hold jurisdiction over our nation’s tax policy, tax laws, tax administration, and oversight of IRS, areas in which NAEA Advocacy is active. 

What are the criteria for contributions to members of Congress?

The legislative issues of greatest concern to enrolled agents are generally those of tax policy and tax administration. The NAEA PAC limits its contributions to incumbent members of the two congressional tax-writing committees, with a focus on the leadership of those committees. 

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